summary . . .
Are you working "in business" or are you working "on the business"?
I can help you define and analyse your current situation, and
then help guide you in managing your business, your assets and
your living standard more efficiently and effectively.
Investment Analysis . . .
Assists you in analyzing your investment
results, but does not offer investment advice.
Tax Management . . .
Provides you with a thorough finalcial checkup
in addition to tax preparation by a CPA with 30 years of tax
Retirement Analysis . . .
Enables you to plan a comfortable retirement
that will allow you the freedom to travel, spend time on hobbies,
volunteer your time and talents, or simply spend time with family
Vacation Planning is imperative. . .
Whether it be a complete vacation,
or simply just some time off, it is vital to your personal and
business well being to recreate yourself regularly.